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  • Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

    Learn More Contact Us

Our Team

Blake | Managing Director | Heffernan Financial Services CA

Blake A. Thibault

Executive Vice President, Managing Director
Saliba | Senior Vice President | Heffernan Financial Services

Marcella Saliba

Vice President / Director of Operations
Dallas | Senior Vice President | Heffernan Financial Services

Dallas Otter

Senior Vice President / Retirement Plan Advisor
Steve | Senior Vice President | Heffernan Financial Services

Steve Brandel

Sr Vice President, Director Life Division
John | Senior Vice President | Heffernan Financial Services

John Clark

Senior Vice President / Retirement Plan Advisor
Sean Kelly | Vice President | Heffernan Financial Services

Sean Kelly

Vice President / Financial Advisor
Anthony | Financial Consultant | Heffernan Financial Services

Anthony Calomeni

Vice President/ Financial Consultant

Jerome Pfeffer

Vice President
Andy Ryan headshot

Andy Ryan

Investment Advisor Representative
Tim Herb headshot

Tim Herb

Operations Manager, Life Division
Rebecca Tapia headshot

Rebecca Tapia

Assistant Vice President / Financial Consultant

Tyler Brewer

Financial Advisor

Elsie Criswell

Client Services Manager

Maggie Vescio

Client Service Manager

Carley Peraza

Client Services Manager

Karrie Ankiewicz

Executive Assistant to Blake Thibault

Locations

WALNUT CREEK (Headquarters)

P | 800-437-0045
F | 415-778-0139

1350 Carlback Ave
Walnut Creek, CA 94596

 

IRVINE

P | 949-771-3400
F | 415-778-0139

18004 Sky Park Circle, Suite 210
Irvine, CA 92614

 

WASHINGTON

P | 800-437-0045
F | 206-702-2745

8015 SE 28th Street, Suite 214
Mercer Island, WA 98040

 

NEW MEXICO

P | 505-888-4015
F | 505-515-0036

6020 Academy NE, Suite 206
Albuquerque, NM  87109

 

E | hfs@heffgroup.com

Get in Touch

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Securities offered through LPL Financial, Member FINRA / SIPC. Investment advisory services are offered through Global Retirement Partners (GRP), an SEC Registered Investment Advisor. GRP, Heffernan Financial Services (HFS), and Heffernan Retirement Services (HRS) are separate entities from LPL Financial. GRP employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of Global Retirement Partners;or (2) solely investment adviser representatives of Global Retirement Partners. Although all personnel operate their businesses under the name of HFS or HRS, they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Maine, Massachusetts, Michigan, Missouri, Nevada, New York, North Carolina, Ohio, Oregon, Pennsylvania, Texas, and Washington.

www.heffins.com/privacy-statement 

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